Resources

The success of any private equity marketing project depends on thoughtful planning. Discover six essential tips for getting started, including aligning stakeholders, setting budgets, gathering assets, and establishing clear approval workflows.

Effective private equity marketing starts with the right team. Discover how to form a task force that balances investor relations, deal sourcing, and execution expertise - ensuring clarity, efficiency, and stronger brand alignment.

Is your private equity firm’s marketing keeping pace with your growth? This guide highlights key indicators that it’s time for a refresh, from inconsistent messaging and outdated strategies to leadership changes and digital neglect.

Attracting sponsor-level talent requires a modern marketing approach. This guide reveals how private equity firms can leverage digital platforms, highlight career growth opportunities, and build an authentic brand that resonates with top candidates.

Private equity intermediaries value speed, clarity, and reliability. Discover how to craft a marketing strategy that resonates, from dedicated intermediary pages to data-driven content that reinforces trust and strengthens relationships.

Successful deals depend on strong relationships with management teams. Discover how private equity firms can tailor messaging, showcase cultural fit, and demonstrate operational support to foster trust and collaboration.

Founder-sellers value authenticity, trust, and a shared vision for their company’s future. This guide breaks down how private equity firms can tailor marketing efforts to build relationships that go beyond financial incentives.

Institutional investors seek stability, security, and strategic growth. This guide breaks down how firms can tailor their brand story, optimize investor-facing materials, and use multi-channel marketing to reach the right audiences effectively.

Private equity firms are increasingly using Year-in-Review reports to showcase achievements, from deal activity to sustainability milestones. This guide explores why these reports matter, what they include, and how to follow best practices.

ESG reporting has moved from a "nice-to-have" to a core expectation in private equity. Discover why these reports are gaining momentum, how they shape investor perceptions, and how your firm can create reports that stand out.

Investor presentations should inform, engage, and persuade. Learn how to streamline your deck, customize content for investor roles, and elevate your design for maximum engagement and impact.

Your website is one of your firm’s most valuable branding tools. This guide explores top priorities for private equity websites, including clear messaging, SEO best practices, leadership highlights, and sector-focused storytelling.

Is a single-scroll or multi-page website better for your private equity firm? This guide breaks down the advantages, ideal use cases, and key factors - like budget, timing, and firm stage - to help you make the right choice.

Your ‘About’ page is one of the most visited parts of your website, making it a crucial brand touchpoint. This guide offers practical tips for private equity firms to create a compelling page that engages readers, aligns with your homepage, and tells your firm's story with clarity.

First impressions matter, and your website is often the first touchpoint for investors and partners. Discover how modern design, engaging content, and clear messaging can transform your firm's brand perception.

Is your private equity website keeping pace with industry standards? Discover how to overhaul your site with strategic design, brand alignment, and advanced features that differentiate your approach and engage the right audience.

Want your private equity pitchbook to stand out? Discover how to design slides that engage investors, tailor content to your audience, and focus your message for maximum impact.

From compelling headlines to data-driven visuals, this guide explores best practices for private equity pitchbooks. Discover how to transform your presentation into a powerful tool for securing deals and investor interest.

Launching a spinout firm in private equity comes with unique challenges—and branding is key to success. This guide explores how investment managers can craft a compelling brand that establishes credibility, attracts investors, and sets the stage for long-term growth.

For mega managers, strong branding isn’t just about visibility - it’s about cohesion. This guide explores how investment management giants can navigate brand silos, align visual identity, and craft pitches that resonate across diverse audiences.

While performance drives returns, brand drives perception. Explore how private equity firms can elevate their market position by developing a clear, consistent brand identity that connects with investors and stakeholders alike.

Explore how private equity branding evolves into a strategic asset when it is built on genuine differentiation - from unique fund offerings and investor profiles to innovative growth and value creation strategies.

Learn how new private equity firms can leverage branding to establish credibility, attract investors, and stand out in a competitive market. This guide explores key opportunities for start-ups and spin-outs, including logo design, brand identity, website development, and investor presentations.

Discover how private equity firms can use brand analysis to refine their identity, appeal to investors, and build long-term competitive strength. This post explores how internal evaluation and external perspectives drive impactful branding.

What can private equity firms learn from the world’s most recognizable logos? This guide breaks down logo psychology, brand impact, and practical steps for creating a logo that reinforces your firm’s identity and market position.